How do I access my saved views?

1. Introduction to Saved Views 0:01

• This video explains how to access and create saved views in the Ingenious 2.0 platform.

• Note: Saved views from the legacy Ingenious system do not migrate to Ingenious 2.0.

2. Recreating Saved Views 0:15

• Saved views can be easily recreated in the new system.

• Establish the desired filters and reports from any screen or dashboard.

3. Accessing the Bookmark Icon 0:30

• Locate the bookmark icon in the upper right corner of the screen to access saved views.

4. Creating a New Bookmark 0:45

• To create a new saved view:

  • Click on 'Add New Bookmark'.

  • Enter a name for the bookmark.

  • Click 'Add' to save it.

5. Accessing Saved Bookmarks 0:45

• The newly created bookmark will now be available in the bookmarks menu for future access.